Setting up Purchasing
Purchasing setup
Purchasing setup defines how purchase orders and agreements are created, approved, changed, and received. Configure purchasing document types and styles, line types, change order types, buyer assignment, purchasing options, receipt and acceptance rules, matching, and approval rules. A document style controls layout and behavior; a line type controls goods versus services and receipt requirements.
Controls
Use purchasing options for default buyer, currency, and matching. Approval rules can route by amount, category, cost center, or BU. Change orders preserve history and require an approval path. Receiving and matching must agree with payables tolerances.
Worked example
A standard PO for goods needs receipt before invoice. Create a goods line type with receipt required, attach it to the standard PO style, and set matching to receipt. Add an approval rule for amounts over 10,000 USD. Test by creating a PO, receiving partially, and confirming the invoice cannot match beyond the received quantity. If the line type is service with no receipt, the receipt control fails.
Traps
Do not change a style already used by open documents without impact analysis. Do not confuse document type with style. Do not assume approval rules apply to all BUs.